AI-Agents for Document Controllers in Legal in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Merge PDF Documents

Assemble project PDFs in the page order listed on each request.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools
Extract Screenshot Text

Save ordered screenshot text in the shared review folder.

Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.

Works with8 tools
Email New File Links

Send project reviewers the name and link of each new document.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Merge PDF Files

Combine project PDFs in manifest order and send the owner a link.

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Works with14 tools
Convert Image to Text

Put text from linked document images on the review task.

Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.

Works with11 tools
Extract Image Text

Create linked review documents from incoming image files.

Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.

Works with6 tools
Prepare Document Reviews

Check file versions before linking them to review packets.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
Attach Late Packet Files

Keep late project files with the pending document review.

Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.

Works with8 tools
Merge PDFs for Review

Attach one ordered PDF packet to the project task.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Works with5 tools
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